Cl Wealth Management LLC

Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in New York, NY. They manage $446,766,946 in 2,175 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    2,175
    ACCOUNTS
  • Average Account Value
    $205,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Cl Wealth Management LLC
Showing 1 - 10 of 48 top financial advisors.
1
Robb T. Belschner
CRD#: 2396429
200 Vesey Street, 24th Floor, New York, NY 10281

Robb Belschner (CRD# 2396429) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 27 years of experience in the finance industry.

2
William R. Bessette
CRD#: 2078999
200 Vesey Street, 24th Floor, New York, NY 10281

William Bessette (CRD# 2078999) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 30 years of experience in the finance industry.

3
Peter E. Bianchetto
CRD#: 2799192
200 Vesey Street, 24th Floor, New York, NY 10281

Peter Bianchetto (CRD# 2799192) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 25 years of experience in the finance industry.

4
William P. Boscow
CRD#: 1341041
Wilmette, IL

William Boscow (CRD# 1341041) is an Investment Advisor Representative working at Cl Wealth Management LLC in Wilmette, IL and has over 5 years of experience in the finance industry.

5
Lamindy C. Brandon-Joseph
CRD#: 2591953
200 Vesey Street, 24th Floor, New York, NY 10281

Lamindy Brandon-Joseph (CRD# 2591953) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 16 years of experience in the finance industry. Lamindy Brandon-Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Chadwick T. Bridgers
CRD#: 2475641
Fayetteville, AR

Chadwick Bridgers (CRD# 2475641) is an Investment Advisor Representative working at Cl Wealth Management LLC in Fayetteville, AR and has over 27 years of experience in the finance industry.

7
Scott Q. Brodeen
CRD#: 4568420
200 Vesey Street, 24th Floor, New York, NY 10281

Scott Brodeen (CRD# 4568420) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 19 years of experience in the finance industry.

8
William A. Brooks
CRD#: 4856808
Rehoboth Beach, DE

William Brooks (CRD# 4856808) is an Investment Advisor Representative working at Cl Wealth Management LLC in Rehoboth Beach, DE and has over 16 years of experience in the finance industry. William Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Thomas A. Davis
CRD#: 6133435
Johnson City, TN

Thomas Davis (CRD# 6133435) is an Investment Advisor Representative working at Cl Wealth Management LLC in Johnson City, TN and has over 8 years of experience in the finance industry.

10
John N. Doiron
CRD#: 5305305
200 Vesey Street, 24th Floor, New York, NY 10281

John Doiron (CRD# 5305305) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 14 years of experience in the finance industry.

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